NAV on (23 Jan 2026 )
₹502.84 ▼
(-1.35%)
Fund Size
₹1401.54 Crores
1Y Returns
6.29 %
Aims at providing long term capital appreciation and to enable the investors to realise the tax benefits provided under section 88 of the Income Tax Act, 1961.
Sundaram Asset Management Company Ltd.
Launch Date
March 31, 1996
Fund Manager
Mr. S Bharath
Initial Price
10
AUM Fund
1401.54 Cr
Min investment
Rs 500
Expense Ratio
2.18%
Monthly - Rs. 500/- and in multiples of Rs. 500/- thereafter. Minimum 6 installments.Quarterly - Rs. 500/- and in multiples of Rs. 500/- thereafter. Minimum 6 installments.
Nil
1 Month
-5.01%
6 Months
-2.77%
1 Year
+6.29%
2 Years
+10.40%
3 Years
+13.75%
5 Years
+14.58%
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 20.35% | 20.68% | ₹448.25 | |
| 17.15% | 55.58% | ₹49.5 | |
| 17.15% | 55.58% | ₹49.5 | |
| 16.79% | 54.07% | ₹49.5 | |
| 16.79% | 54.07% | ₹49.5 |
© 2026 Rediff.com India Limited. All rights reserved. Disclaimer - Terms of Service - Privacy Policy - Feedback